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Technology Stocks : Dell Technologies Inc.

DELL 122.97

+3.5%

10:32 AM EST

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To: Jim Patterson who wrote (42066)	5/14/1998 12:32:00 PM
From: K. M. Strickler	Read Replies (1) of 176387

JP, I don't see DELLs inventory problems, so much as their suppliers problems with inventory. After all, DELL doesn't check it in until it is sold. How is that a problem? As for business 'to be in', HWP is just up against a real 'machine' this time, that has changed the 'playing' field, and HWP is going through 'a period of adjustment'! Industry over capacity? Not sure, seems like China and India could use a few more, what do you think? Regards, Ken

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